What is the best way for accountants to approach a prospective client?

Posted by Sageworks

In this brief video, Peter Brown, Sageworks senior consultant, discusses how accountants should approach a prospective client. Brown outlines the importance of developing relationships.

This clip is from a Sageworks’ webinar entitled “How will you win your next new client?” In this webinar, Brown points out that social media and emails should not replace face-to-face interaction when approaching a prospective client.  Watch the full on-demand webinar.

tags: accountant, Accounting, accounting services, client relationships, CPA as a business advisor